Intermediate Investor Resources

Welcome to the world of intermediate investing.

Does this sound like you?
You’ve read a bit about investing but don’t consider yourself an expert.

You may own some individual stocks and bonds and it’s likely that your portfolio holds mutual funds in a retirement and/or investment account.

Do you want to gain the greatest returns with the least amount of risk?

Would you like to make sure you’re on the right track?

You work too hard for your money and time is too precious to waste hunting around for “best practices investing”. You deserve to learn the most effective research informed investing approaches.

The intermediate investor resources show you how index fund investing, in line with your risk tolerance beats most mutual fund managers over the long term.

You’ll learn how to invest quickly and effectively using the methods supported by John Bogle of Vanguard Investing and Nobel Prize winners Harry Markowitz, Eugene Fama, Merton Miller, Daniel Kahneman, and William Sharpe.

And, if you’re looking for support and advice from an investing veteran, former university investments instructor, and corporate portfolio manager, then you’re in the right place.

This section answers the questions:Am I maximizing my investment returns while minimizing my portfolio risk?Am I on the best financial track for a secure retirement?”

Investing

Learn how to become a millionaire by investing. Historically broad stock market indexes have returned more than 9% annually over long periods of time. In fact, from 1928 to 2011, the average stock market return was 9.23%. The typical investor, due to fear, greed, or a belief that she can outperform the market frequently buys high and sells slow. This article shows you how to combat investment underperformance and be one of the “smarter” investors.

Now isn’t the time to beat yourself up or let regrets tear you apart. Neither of those avenues will put dollars in your 401(k) account. If you haven’t started investing by 40 or older, there’s still hope. You are probably earning more now than you did in your 20′s and maybe your expenses are even falling a bit. Is your mortgage payment a smaller percent of your total income? Are the childcare expenses and college costs coming to an end? If so, now you can get down to investing in earnest.

Standard deviation measures how much your investment returns deviate from the average. In reality, investors care about the negative returns, not if you have a year with exceptionally high investment returns. Investors measure risk by the percent their investment portfolio drops in value. Learn about other types of risk, which impact your investment returns.

As I teach in my university Investments class, the price earnings ratio, or PE ratio is a method to value an individual stock or an aggregate stock market. Simply take the current price and divide by last year’s earnings. Although it’s easy enough to calculate the PE ratio, it’s a bit more complicated to interpret it. Learn what the number actually means.

Learn the quick and dirty formula to determine whether you get a higher return with taxable or tax free bonds and bond funds. This is a great article to round out your bond knowledge and make sure you’re keeping the greatest amount of your earnings.

Options are frequently considered quite risky. Yet, there is another more conservative benefit from investing in options, protecting your portfolio from losses or making a bit of extra income from investments you are willing to sell anyhow. Intrigued? Get an introduction to conservative options strategies.

A quick read on choosing funds with a few specific mutual and exchange traded fund examples. This one is helpful in narrowing down the field of available funds.

Step 3

Resources and services I recommend to help you invest and build wealth.

Click here for access to a free comprehensive online investing tool. In one place you can manage your finances and get financial advice and strategies. This money management toolkit also offers access to financial advisors, for a reasonable fee, for those investors with larger portfolios.

Step 5

How to Build Wealth with Money Strategies + Investing Books

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Disclaimer

I am a portfolio manager, former university finance instructor, and successful investor committed to sharing my personal finance expertise with you. I am not a licensed financial advisor. Please do not construe the suggestions on this website as recommendations for your personal situation. For any individual financial advice please seek your own licensed and/or registered personal financial adviser or CPA. Per FTC guidelines, this website may be compensated by companies mentioned through advertising, affiliate programs or otherwise.